The Index
400 dossiers · 1 need attention
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
AI-Bio· VEEV
A fortress-margin vertical-SaaS monopoly trading at a growth-stock funeral price (~20x forward EPS, near 52-wk lows) because the market is pricing a Salesforce-Agentforce CRM war that threatens the contested ~40% (Commercial) while ignoring the defensible, faster-growing ~60% (R&D/Quality); BULLISH at $153 on a 1–3Y view, but the CRM-migration-to-2030 is a real, watchable execution overhang — not a phantom.
AI-Bio· TEM
A real, fast-growing oncology-data + diagnostics franchise wrapped in an "AI" narrative it can't yet monetize — own the genomics flywheel, but the round-trip-flavored deals, 30-vote founder, and a CEO famous for cashing out cap the multiple until cash flow turns.